Raymond James Attracts Florida Financial Advisors Managing $210 Million in Assets

Raymond James has welcomed financial advisors Leo Boisvert and Erik Heben, who managed $210 million in assets at Commonwealth Financial Network, to its independent advisor channel. The duo, who specialize in holistic financial planning and guidance, are joined by client services staff. They bring 32 and 30 years of industry experience, respectively, and hold various certifications. Raymond James Financial Services provides a range of investment and wealth planning services through its affiliate, Raymond James & Associates.

Raymond James Financial (RJF) has welcomed financial advisors Leo Boisvert and Erik Heben to its independent advisor channel, Raymond James Financial Services (RJFS). The duo, who managed approximately $210 million in client assets at Commonwealth Financial Network, bring a combined 62 years of industry experience and a range of certifications to their new role. Boisvert, with 32 years of experience, holds an MBA, CIMA®, and CDFA® designations, while Heben, with 30 years of experience, is a CFP®. They are joined by Client Services Manager Paula Heben and Client Service Associate Dawn Mannina-Sanford [2].

The new advisors specialize in holistic financial planning and guidance, serving families, corporate executives, business owners, healthcare professionals, and retirees. They will provide personalized services and support to help clients achieve their financial goals. Boisvert, who served at Commonwealth for 18 years, said, "This transition is about coming home to the values of independence, integrity, and client emphasis that first drew me to the profession. Raymond James upholds these values, and it felt immediately clear this is where I wanted to build the final chapter of my career" [2].

Raymond James Financial Services, Inc. (RJFS), a member of FINRA/SIPC, supports independent financial advisors nationwide. Since 1974, RJFS has provided a wide range of investment and wealth planning-related services through its affiliate, Raymond James & Associates, Inc. Both firms are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), one of the nation's premier diversified financial services companies with financial advisors throughout the United States, Canada, and overseas. As of June 30, 2025, RJFS has total client assets of approximately $1.64 trillion [2].

The new advisors will work closely with clients and their other professional advisors to create comprehensive wealth management plans tailored to each client's unique needs. They will leverage their extensive experience and certifications to deliver personalized investment strategies and support clients in achieving their financial goals.

References:
[1] https://www.raymondjames.com/mypwc
[2] https://www.stocktitan.net/news/RJF/raymond-james-welcomes-florida-financial-advisors-managing-210-5gb7v27r7540.html